SFM

Signet Financial Management Portfolio holdings

AUM $861M
1-Year Est. Return 17.15%
This Quarter Est. Return
1 Year Est. Return
+17.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$660M
AUM Growth
+$81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,476
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$2.18M
3
+$1.66M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.63M
5
TTE icon
TotalEnergies
TTE
+$1.62M

Top Sells

1
+$3.49M
2
+$1.92M
3
+$1.82M
4
MFC icon
Manulife Financial
MFC
+$1.78M
5
FSLR icon
First Solar
FSLR
+$1.71M

Sector Composition

1 Technology 13.31%
2 Healthcare 6.73%
3 Financials 6.2%
4 Industrials 5.29%
5 Consumer Discretionary 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.21M 0.33%
53,989
+378
77
$2.18M 0.33%
+38,887
78
$2.18M 0.33%
+186,296
79
$2.15M 0.33%
36,453
-3,018
80
$2.14M 0.32%
15,206
+6,201
81
$2.13M 0.32%
14,651
+11,227
82
$2.12M 0.32%
10,379
+1,783
83
$2.11M 0.32%
14,540
-80
84
$2.1M 0.32%
12,165
-1,614
85
$2.1M 0.32%
21,581
-322
86
$2.08M 0.31%
18,125
-162
87
$2.06M 0.31%
41,744
+32,653
88
$2.06M 0.31%
52,657
+14,118
89
$2.06M 0.31%
39,130
-140
90
$1.85M 0.28%
11,293
+510
91
$1.84M 0.28%
23,747
+8,443
92
$1.84M 0.28%
27,700
+100
93
$1.83M 0.28%
35,127
+186
94
$1.8M 0.27%
23,483
+10
95
$1.78M 0.27%
81,763
+642
96
$1.76M 0.27%
6,564
+4
97
$1.76M 0.27%
110,938
-16,674
98
$1.75M 0.27%
34,282
-5,377
99
$1.75M 0.26%
14,265
+29
100
$1.75M 0.26%
24,824
+414
2 3
4
5 6